"Shares of Nvidia Corp. ( NASDAQ: NVDA) are up 23.8% over the past 90 days, and it announced a multi-billion-dollar strategic partnership with Intel and a $100 billion investment in OpenAI in recent days. The stock is 51.6% higher than six months ago, easily outperforming the S&P 500 and Nasdaq in that time. However, the rebound from the spring low has sparked mixed reactions."
"Nvidia, the leading artificial intelligence (AI) chipmaker, has been navigating a pivotal moment since posting mixed first-quarter earnings that one analyst called a victory. The second-quarter report was stellar on the top and bottom lines, but its guidance fell short of high expectations. Note that recent gains for the chipmaker helped wipe away the steep drop the stock suffered early in 2025, after reporting it would take a $5.5 billion charge tied to H20 chip export restrictions to China."
Nvidia's shares climbed 23.8% over 90 days and 51.6% over six months following a strategic Intel partnership and a $100 billion investment in OpenAI. Analyst reactions are mixed: some raised price targets while others warned of headwinds from uncertain U.S.-China trade relations and potential stricter regulations. The company posted mixed first-quarter results and a strong second quarter, though guidance missed high expectations. A $5.5 billion charge tied to H20 chip export restrictions to China erased earlier losses. The company is pivoting to U.S. AI infrastructure investments and new chip designs for China amid robust data-center demand.
Read at 24/7 Wall St.
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